Financial Planner: Grow Your Client Portfolio & Wealth

TD; Kingston; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Commission eligible earnings

Growth opportunities

Training & development

Job summary

TD Wealth is seeking a Financial Planner in Kingston, Ontario to grow a client portfolio through proactive outreach and holistic financial planning. You will work with clients to understand goals and guide them with confidence through their financial journey, building lasting relationships.

The role requires licensing readiness (CIRE) and CFP eligibility, with the potential to pursue the CFP designation within three years.

Qualifications

• Bachelor’s degree is a plus.
• 3–5 years of experience in banking, financial services, or a client‑facing sales role preferred.
• Licensing: Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start date.
• Ready to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already.
• CFP designation in your first three years per FP Canada requirements: CFP eligibility criteria met via degree/experience pathway.

Responsibilities

• Build and grow your own client portfolio through proactive business development.
• Proactively acquire new clients and bring in assets through strategic outreach and community presence.
• Leverage prospecting methods including cold calling, events, networking, and local engagement.
• Use data and tech tools to analyze results and provide smart, compliant advice.
• Stay up to date with financial trends and best practices and share insights with teammates.
• Maintain strong risk management to protect clients and TD.

Skills

Relationship building

Client acquisition

Communication skills

Financial services knowledge

Networking

Education

Bachelor’s degree

Job description

TD Wealth is seeking a Financial Planner in Kingston, Ontario to grow a client portfolio through proactive outreach and holistic financial planning. You will work with clients to understand goals and guide them with confidence through their financial journey, building lasting relationships.

The role requires licensing readiness (CIRE) and CFP eligibility, with the potential to pursue the CFP designation within three years.